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Financial  // Browsing posts in Financial

Auto Lending Idea Proposal

Auto Lending Idea Proposal

Are rising delinquencies of subprime auto loans signs of a bubble set to burst or is it the new normal? Report Available:March 22, 2017   Blueshift’s initial research shows subprime auto loan delinquencies continuing to increase. According to the S&P Global Rating data, 1 in 5 borrowers in the subprime category are 60 days behind […]

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Nov 22 2016 Real Estate, Technology

CoStar’s Apartments.com Continues Leading Role in the Top-Tier Rental Market (CSGP)

Research Question: Is CoStar’s Apartments.com the best platform for advertising and returns for rental property managers? Companies: APPF, FB, CSGP, GOOG/GOOGL, Z By: David Franklin Click here to download report (.pdf)   Summary of Findings CoStar Group Inc.’s (CSGP) com is a top-performing internet listing service (ILS) and is an important part of a multifaceted […]

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Zillow Can’t Sustain ARPA Growth Rate But Is Still the Leading Real Estate Site (Z)

Research Question: Can Zillow sustain its gains in average revenue per account? Companies: FB, GOOG/GOOGL, NWS/NWSA, TWTR, Z By: David Franklin Click here to download report (.pdf)   Summary of Findings Zillow Group Inc.’s (Z) average revenue per account (ARPA) will be flat, according to seven Zillow premier agents and five executives whose real estate agencies […]

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Zillow Idea Proposal

Zillow Idea Proposal

Are Zillow’s gains in average revenue per account sustainable?   Report Available: September 22, 2016   Blueshift’s ongoing research shows Zillow continuing to be the go-to site for real estate buyers, renters, and sellers. The average revenue per account rose 43% year to year. However, the headcount of agent advertisers has been flat or even […]

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Subprime Auto Loan Market Conditions Are Deteriorating

Research Question: Is the subprime auto loan industry in a bubble that will burst in the next 12 to 18 months? Companies: ALLY, COF, JPM, SC, WFC By: David Franklin Click here to download the report (.pdf)   Summary of Findings Subprime auto loan market conditions have deteriorated since Blueshift Research’s 4 report, in which only three […]

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Bats Global Has Major Hurdles to Catching NYSE and Nasdaq

Research Question: Will Bats Global Markets monetize its platform to successfully close the gap with Nasdaq and NYSE? Companies: AMTD, AXP, BAC, BATS, BCS, BLK, CME, CS, DB, GS, IAP, ICE, IVZ, JPM, KCG, MS, NDAQ, SCHW, STT, TRI, TYO:8604, VIRT By: Seth Agulnick Click here to download the report (.pdf)   Summary of Findings Bats Global […]

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No Meaningful Growth for RealPage Until New and Updated Software Is Released

Research Question: Will RealPage improve organic growth with existing and prospective customers? Companies: APPF, CLGX, CRM, LON:SGE, MSFT, N, ORCL, RP By: David Franklin Click here to download the report (.pdf)   Summary of Findings Organic and new customer growth will elude RealPage Inc. (RP) until it launches new and updated products later this year. Eleven of […]

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Subprime Auto Loan Idea Proposal

Subprime Auto Loan Idea Proposal

Is the subprime auto loan industry in a bubble that will burst in the next 12-18 months? Report Available: August 17, 2016   Blueshift’s initial research shows record highs for total auto loans exceeding $1 Trillion, average loan amounts of $30,000, average monthly payments of $500, and average length of payment of 68 months. At […]

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Bats Global Markets Idea Proposal

Bats Global Markets Idea Proposal

Will Bats Global Markets monetize its platform to successfully close the gap with Nasdaq and NYSE? Report Available: August 10, 2016   Blueshift’s initial research showed BATS with an opportunity to gain ground on its primary competitors, NDAQ and NYSE. It has substantial room to grow its market data offering, it can potentially increase revenue […]

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Jun 29 2016 Financial Services

EMV Compliance Delays Will Continue to Hurt HAWK’s Gift Card Sales

Research Question: Will the delay in retailers becoming EMV-compliant derail Blackhawk’s U.S. gift card business? Companies: AXP, C, DFS, EPA:ING, FDC, GPN, HAWK, JPM, MA, NCR, ORCL, PYPL, TSS, USB, V, VNTV By: Reverdy Johnson Click here to download the report (.pdf)   Summary of Findings EMV compliance delays show no signs of being resolved this year […]

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